401(k) · DOL Form 5500 · 2022

Winchester Savings Bank 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
85
Participants Small participant base
65th
Percentile by assets National rank
$121,207
Avg per participant Near avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Winchester Savings Bank · Sponsored by Winchester Savings Bank · Massachusetts · Finance & Insurance

$10M in assets, 85 participants

Winchester Savings Bank's Sbera 401(k) Plan as Adopted by Winchester Savings Bank reported $10M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 65th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,534 in Finance & Insurance (9,261 peers)

Winchester Savings Bank multi-year trail

Winchester Savings Bank's plans moved +19.9% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by Winchester Savings Bank at $10M / 85 participants.

#4,534
in Finance & Insurance (9,261 peers)
-20.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sbera 401(k) Plan as Adopted by Winchester Savings Bank's mid-pack asset rank among Finance & Insurance and all filers

Sbera 401(k) Plan as Adopted by Winchester Savings Bank vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,302,627 Top 35% higher than 65% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Sbera 401(k) Plan as Adopted by Winchester Savings Bank among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbera 401(k) Plan as Adopted by Winchester Savings Bank is a small filing (85 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 041978230 · Winchester Savings Bank PY 2022 · 401(k)

Sbera 401(k) Plan as Adopted by Winchester Savings Bank · $10M · 85 · 65th

  • PCT $10M
  • PCT 85
  • PCT 65th
  • PCT 401(k)
  • PCT near Prince Industries, Inc. 401(k) Profit Sharing Plan
  • PCT ind #4534

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Massachusetts →

Sbera 401(k) Plan as Adopted by Winchester Savings Bank in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Winchester Savings BankSbera 401(k) Plan as Adopted…$10MPrince Industries, Inc. 401(k) Profit Sharing PlanPrince Industries, Inc. 401(…$10MFair-Rite Products Corp. 401(k) PlanFair-Rite Products Corp. 401…$10MForms & Supply, Inc. 401(k) PlanForms & Supply, Inc. 401(k) …$10MMarcal Manufacturing, LLC Union 401(k) PlanMarcal Manufacturing, LLC Un…$10M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Winchester Savings Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Winchester Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Winchester Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$32M 19.900150236671305% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.9M $32.2M ▲ +19.9%
Year Plans Participants Total Assets
2022 2 143 $27M
2023 2 133 $31M
2024 2 124 $32M

Winchester Savings Bank filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$10M
Net Income-$3M
Employer EIN041978230
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sbera 401(k) Plan as Adopted by Winchester Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Winchester Savings Bank, Total assets ($B): 0.010302627 · Participants: 85Sbera 401(k) Plan as Adopted by Winchester Savings BankFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Sbera 401(k) Plan as Adopted by Winchester Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Winchester Savings Bank side-by-side with 3 peers →

Sbera 401(k) Plan as Adopted by Winchester Savings Bank's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Prince Industries, Inc. 401(k) Profit Sharing Plan in IL ($10M); by covered participants it is Perfect World North America Corporation 401(k) Plan in CA (85 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (85 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sbera 401(k) Plan as Adopted by Winchester Savings Bank assets move in 2022? ▼
Sbera 401(k) Plan as Adopted by Winchester Savings Bank declined sharply - down 20.7% during 2022, from $13M to $10M. Reported net income was -$3M.
How have Winchester Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winchester Savings Bank's sponsor-wide assets grew 19.9%, from $27M to $32M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Winchester Savings Bank? ▼
Among 401(k) plans in other states, the closest by assets is Prince Industries, Inc. 401(k) Profit Sharing Plan in IL ($10M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Winchester Savings Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is Perfect World North America Corporation 401(k) Plan in CA (85 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041978230.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.